This is absolute nonsense. The app stores are already saturated with tons of free apps that no one uses. Sure the numbers are up—10x of infinity is still infinity—and the reason Apple doesn't care is because this is just the natural end game of their strategy to commoditize their complement.

When it comes to software subscriptions, the bar is just that much higher. Not only do you have to pass the threshold for someone to even adopt another app/website/brand, but now you have to provide enough utility to pay for it. Claude spitting out code for a good-enough clone of an app doesn't come anywhere near the threshold. An agent that can write the code, buy a domain, provision and maintain the database, and submit the app to the app store gets closer, but now it's not looking so cheap anymore, moreso in terms of your time commitment as defacto product manager than actual tokens and hosting costs.

The actual disruption of SaaS apps will come from agents that are capable of solving problems autonomously in a different way such that you don't even need the SaaS. I'm sure we'll get there in time, but not without a lot of data integrity and security issues, and rogue agent fuckups along the way.